State & Local Tax (SALT) Optimization

Since the Wayfair decision, physical presence is no longer the test for state tax liability. Economic nexus, usually $100k in sales or 200 transactions, now triggers sales tax obligations in nearly every state. If you run a digital service or e-commerce business, you probably have quiet obligations in dozens of states.

We audit your revenue to identify exactly where you have triggered nexus, register you with the appropriate state authorities, and set up automated sales tax collection so you stay compliant without adding work for your team.

The federal TCJA capped individual state and local tax deductions at $10,000, which hits taxpayers in high-tax states hard. In response, dozens of states enacted Pass-Through Entity Tax (PTET) regimes. These allow S corporations and partnerships to pay the state tax at the entity level, where it is fully deductible against federal income.

We model your PTET benefit across all applicable states (e.g., CA, NY, IL). The election turns a non-deductible personal expense into a business-level deduction, which can be worth thousands every year.

Discovering unfiled tax in another state can derail venture funding or an M&A deal. Rather than waiting for a state audit, we use Voluntary Disclosure Agreements (VDA). Under a VDA, a state agrees to waive penalties and limit the look-back period in exchange for your voluntary registration.

We gather the historical data and negotiate with the state revenue departments so your state tax history is clean. That protects your legal entity in future due diligence and removes the risk of unexpected levies.